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| Provider | Service type | Compensation |
|---|---|---|
THE SEGAL COMPANY10+ years Filed as: THE SEGAL CO. (EASTERN STATES) INC. Service code 11 · EIN 13-1835864 | Actuarial | $47,033 |
Service code 29 · EIN 82-4935807 | Legal | $34,957 |
SCHULTHEIS & PANETTIERI, LLP10+ years Service code 10 · EIN 13-1577780 | Accounting | $27,000 |
COLLERAN, O'HARA & MILLS LLP10+ years Filed as: COLLERAN, O'HARA & MILLS, LLP Service code 29 · EIN 11-2940050 | Legal | $18,000 |
MORGAN STANLEY SMITH BARNEY3 years Filed as: MORGAN STANLEY GRAYSTONE Service code 29 · EIN 26-4310632 | Legal | $17,925 |
THE SEGAL COMPANY10+ years Filed as: SEGAL SELECT INSURANCE SERVICES Service code 23 · EIN 46-0619194 | Insurance brokerage commissions and f... | $9,905 |
Filed as: BRIDGEWAY BENEFIT TECHNOLOGIES, LLC Service code 15 · EIN 52-1796473 | Recordkeeping | $5,604 |
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $186,703-100.0% | $160,039-100.0% | $422,293-100.0% |
| Participation rate | 0.0% | 41.5%-41.5pp | 21.3%-21.3pp | 34.7%-34.7pp |
| Annual return | 4.07% | 8.76%-4.7pp | 9.15%-5.1pp | 12.28%-8.2pp |
| Employer contribution / active EE | $0 | $35,037-100.0% | $26,409-100.0% | $34,589-100.0% |
| Participant deferral / active EE | $0 | $295-100.0% | $266-100.0% | $93-100.0% |
| Admin fee / account holder | $0 | $2,041-100.0% | $1,701-100.0% | $47,656-100.0% |